HHM Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Sell |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $711K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $2K | Buy |
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